1,122 hedge funds and large institutions have $36.1B invested in IQVIA in 2025 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 400 increasing their positions, 364 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.02% more ownership

Funds ownership: 93.14%94.16% (+1%)

10% more repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 364

Holders
1,122
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$312M
Puts
$254M
Net Calls
Net Calls Change

Top Sellers

1 -$525M
2 -$348M
3 -$178M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
-$155M
5
BlackRock
BlackRock
New York
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1101
TD Capital Management
Tennessee
$1.13K
APW
1102
Aventura Private Wealth
Florida
$1.13K
HCM
1103
Hollencrest Capital Management
California
$902
TC
1104
Trust Company
Kansas
$902
MWM
1105
Mascoma Wealth Management
New Hampshire
$902
BW
1106
Basepoint Wealth
Iowa
$901
BHWM
1107
Beaird Harris Wealth Management
Texas
$704
ACA
1108
American Capital Advisory
Idaho
$677
KB
1109
Kimelman & Baird
New York
$677
TCM
1110
Tradewinds Capital Management
Washington
$677
SFCL
1111
Strengthening Families & Communities LLC
Massachusetts
$451
DCM
1112
Davis Capital Management
Florida
$451
VWA
1113
Valued Wealth Advisors
Utah
$451
SA
1114
Seneschal Advisors
Washington
$451
ECA
1115
Elevated Capital Advisors
Utah
$451
LIA
1116
Luken Investment Analytics
Tennessee
$451
BIM
1117
Breakwater Investment Management
Washington
$451
QWM
1118
Quaker Wealth Management
New Jersey
$226
VFM
1119
Vision Financial Markets
Connecticut
$226
SWA
1120
SOA Wealth Advisors
New York
$225
RS
1121
Rakuten Securities
Japan
$225
CJ
1122
Caitlin John
Michigan
$225
FCM
1123
Farallon Capital Management
California
CC
1124
Criteria Caixa
Spain
Connor, Clark & Lunn Investment Management (CC&L)
1125
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada